The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients. It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients. PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business.
Meet Our Network Expert:
John (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.
John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys Of The Purposeful Trust (View Video).
He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.
He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored “Selecting a Trust Situs in the 21st Century” which was published in the March/April 2002 issue of Probate and Property. He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled The Gift of You and The Purposeful Trust Handbook.
Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Prior to launching his own business, John A was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously.
- Charitable Lead Annuity Trusts (lawprofessors.typepad.com)
- Key to Overcoming Uncertainty (thecomplexestate.com)
- 5 Ways To Improve Your Family’s Philanthropy This Thanksgiving (forbes.com)
- When taxpayers are fed up, philanthropists can meet aid needs | Noshua Watson (guardian.co.uk)